What software does your firm use and how do you like it? CRM, scheduling, virtual Meetings, Client Portal, consolidated statements, etc.

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Redtail CRM, Black diamond performance reporting and billing and client portal. Go to meeting.

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Salesforce, eMoney, Skype

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Yes, Mine is shared between 3 of us. You assign who's client is who's (who has access to the client) when you enter them into the system. You can do everything you just mentioned. I've really enjoyed it, since I stayed using it, about 7-8 months ago. Sends to-dos,tasks, appointment, birthday reminder, etc. To designated email of person assigned to the client, etc.

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It's all about integration... Tamarac manages the integrations of about 10 different applicstions... single sign on, GIPS compliant performance reporting, client portal (push YOUR brand, not your custodians) CRM, ReBal, outside account aggregation, Money Guide Pro, digital doc storage (LaserFiche) and more. Get Happy, Go Indie RIA!

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I use wealth box for crm,scheduling, email campaigns,etc. Client portal goes through our custodian. Consolidated stmts, come from custodian and simple excel "Asset Summary" form created by my compliance and RIA. But can do the same thing in several planning software

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Do you know if you can have a live shared calendar between users in Wealthbox? We have two teams in our firm that need to coordinate their calendar even though they work with different clients and having a print out on a peg board wasn't doing it anymore. We have a shared gsuite calendar that flows up to our personal calendars now but still bugs in that..

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Excellent, thanks for your input. That was my only hang up on it.

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We don't have a CRM

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Salesforce for CRM, Webex for virtual meetings, about to switch to MoneyGuide Pro for planning. Client portal is our website and is all internally developed.

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We are like Dunncreek. BlackDiamond, Redtail, eMoney. Other systems are one off.

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We aren't large enough to make adequate use of salesforce either yet, and Redtail is really nice from the integrations standpoint, though their software is a year or two dated. Their shortfall to me was the lack of shared scheduling feature, which it sounds like Wealthbox does have.

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Dunncreek and MP, has your experience with Redtail been one in which you don't see a point you'll outgrow it? Emoney is honestly a bit robust for our firm's focus, but it's hard to argue with 162/month on their client portal..makes it very easy for clients to work with you.

BC, to be honest, I’m not sure what to make of Redtail. Salesforce could do everything but we weren’t big enough to customize it to our needs so we switched. Redtail seems perhaps to simple but not straightforward. Maybe we’re the problem and haven’t devoted enough resources to optimizing it. I’ll be digging around Wealthbox in my spare time in the coming months...

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